SHGA

Sand Hill Global Advisors Portfolio holdings

AUM $2.69B
1-Year Est. Return 14.3%
This Quarter Est. Return
1 Year Est. Return
+14.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
-$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1 +$56.4M
2 +$55.9M
3 +$39.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$18.3M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$14.6M

Top Sells

1 +$10.9M
2 +$3.79M
3 +$3.25M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.03M
5
COIN icon
Coinbase
COIN
+$3.01M

Sector Composition

1 Technology 3.99%
2 Financials 2.92%
3 Healthcare 2.66%
4 Industrials 2.22%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$958K 0.05%
6,258
+1,276
102
$912K 0.05%
7,845
-905
103
$784K 0.04%
30,898
104
$716K 0.04%
+48,618
105
$686K 0.04%
21,974
+1,244
106
$636K 0.04%
3,690
107
$623K 0.04%
7,003
-283
108
$618K 0.04%
10,819
109
$608K 0.03%
7,594
110
$534K 0.03%
2,440
-20
111
$529K 0.03%
7,565
-510
112
$528K 0.03%
3,643
+628
113
$526K 0.03%
2,131
+797
114
$520K 0.03%
3,120
+1,214
115
$502K 0.03%
9,072
+1,639
116
$499K 0.03%
5,189
+2,190
117
$499K 0.03%
2,340
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118
$484K 0.03%
+27,189
119
$476K 0.03%
1,234
-25
120
$443K 0.03%
+7,523
121
$429K 0.02%
3,037
+340
122
$405K 0.02%
10,068
123
$402K 0.02%
6,367
-1,013
124
$395K 0.02%
17,810
+242
125
$391K 0.02%
+3,703